Wondering how to Migrate your Reports?

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Report Migration Approach

Migrating Power BI reports can often feel like navigating a maze without a clear map, which can make theprocess overwhelming. For this reason, I believe a successful report migration is achieved through carefulplanning. My Power BI Report Migration approach is designed to simplify and streamline the entire process.

To migrate reports from Tableau, Qlik, MicroStrategy, or any other vendor tool, I recommend following thesefour phases for a smooth migration: Report Identification, Classification, Prioritisation, and Migration.

This approach not only ensures a successful migration but also allows us to clean up the existing reportingarchitecture by removing redundant reports that add no value to the organization.

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Our Step by Step Process

STEP 1

Report Identification

  1. Identify all existing reports.
  2. Add reports to the migration backlog.
  3. Provide a brief description for each report.
  4. Evaluate report usage and relevance.

STEP 2

Report Classification

  1. Re-engineer reports for better efficiency.
  2. Consolidate redundant reports.
  3. Decommission outdated reports.
  4. Lift & shift reports needing minimal changes.

STEP 3

Report Prioritisation

  1. Identify business-critical reports.
  2. Prioritize enterprise-wide reports.
  3. Set migration order based on importance.
  4. Factor in report complexity.

STEP 4

Migration

  1. Start migrating prioritized reports.
  2. Build and optimize data models.
  3. Rebuild or adjust reports.
  4. Test reports for accuracy and functionality.

Why choose Laz for Power BI Reporting?

Choosing me for your Power BI report migration ensures a smooth transition, avoiding common issues like compatibility and performance. With experience in both small and large-scale migrations, I ensure accurate and optimised reports, enhanced visualisation, and seamless functionality. Let me help you avoid pitfalls and achieve an efficient migration to Power BI.

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We’ll never share your info with anyone
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Diverse Tool Experience

I have used other BI tools like Tableau, Qlik, Tibco, MicroStrategy, BOARD, and OBIEE, making me comfortable with various vendor tools, which is crucial for a smooth report migration
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Proven Migration Expertise

I have been involved in numerous report migration projects, so I understand common challenges and know what aspects need the right level of focus
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Flexible and Customizable Approach

Report migration projects vary in budget, scale, complexity, and timeline. I ensure my approach is flexible and can be customized to fit your organization's needs
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Community Engagement

I’m not a phantom hiding behind a screen. I stay active in the community, engaging, presenting, and sharing knowledge. Check me out and see my commitment to staying at the forefront of industry trends
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Personal Attention

Work directly with me, Laz – not the second best. You’ll receive my full expertise and attention at a competitive rate
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Challenging the Status Quo

I challenge bad practices and always strive to offer value
Frequently Asked Questions

The answers to your questions.

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What is your approach to report migration?
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Our approach to report migration is designed to simplify and streamline the process, making it feel less like navigating a maze without a clear map. It consists of four key phases: Report Identification, Classification, Prioritisation, and Migration. This structured approach ensures a smooth migration while also optimising the existing reporting architecture by removing redundant reports and enhancing overall efficiency.

What areas do you focus on during the report migration process?
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We focus on a comprehensive process that includes identifying all existing reports, adding them to a migration backlog, evaluating their usage and relevance, and providing a brief description for each. Reports are then classified into four categories:

  • Re-engineer reports for better efficiency.
  • Consolidate redundant reports.
  • Decommission outdated reports.
  • Lift & Shift reports that need minimal changes.

The next step involves prioritising reports for migration based on business-critical needs, enterprise-wide relevance, and complexity. Finally, we proceed with the actual migration, building and optimising data models, adjusting or rebuilding reports as needed, and thoroughly testing for accuracy and functionality.

We’ve already started the migration process; can you still help?
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Certainly! If you've already begun the migration process, I can step in to provide expertise, address any challenges, and ensure your reports are optimised for the new environment. My approach is adaptable, allowing us to focus on specific areas where you need support.

Do you use automation tools for the migration process?
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I am all for using tools to assist in the migration and speed up the process. However, if you choose to use such tools, it’s important to be cautious about which ones you select. Any tool that promises to automate everything should be approached with caution for various reasons, which I am happy to discuss in more detail. The right tools can enhance efficiency, but over-reliance on automation can lead to missed nuances and potential issues that require a careful, experienced hand to address.

How long does the migration process take?
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The duration depends on several factors, including the number of reports, their complexity, and the level of optimisation required. We can discuss your specific requirements during our consultation and provide a tailored timeline based on your needs.

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